Materials
VS
Harry Brown Permanent
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | -0.07% | -0.79% | 0.64% | 3.21% | 19.91% | 46.31% | 30.83% | 88.17% |
| Materials | -0.02% | -0.04% | -48.25% | -48.43% | -45.43% | -41.13% | -36.83% | 5.32% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 11.39% | 11.40% | -13.69% | 28.48% | 16.49% | 16.54% | -1.62% | 10.63% | 5.99% | -2.86% |
| Materials | 0.09% | 12.41% | -12.22% | 27.41% | 20.10% | 24.07% | -14.89% | 23.93% | 16.80% | -8.56% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Harry Brown Permanent | 88.17% | 6.62% | 6.54% | -30.05% | 0.48 | 0.67 | 0.22 | 0.06 |
| Materials | 5.32% | 4.64% | 0.52% | -124.92% | 0.06 | 0.06 | 0.04 | 0.11 |
Total Return
No Taxes, No Rebalancing.